Senior Wealth Advisor: Retirement Income & Annuities
$300kElite Insurance Partners, LLC
Elite Insurance Partners (EIP) in Tampa, FL, seeks a Senior Wealth Advisor to join our Wealth division. You will leverage established client networks to provide retirement income solutions and annuities, while driving long-term relationships and growth. In this role, you will manage leads through closing, collaborate with teams, and ensure compliant, client-focused recommendations. Competitive base with uncapped bonuses enables earning potential beyond $300K for top performers. #J-18808-Ljbffr Elite Insurance Partners, LLC
$300k
...Senior Wealth Advisor Company: Elite Insurance Partners (EIP) Location: Tampa, FL Employment Type: Full-Time Compensation... ...financial services professional who specializes in retirement income strategies, annuity solutions, and helping clients achieve long-term...SeniorRetirementFull timeWork at office- ...Description Job Description Senior Wealth Manager Presented by... ...‑only Registered Investment Advisor (RIA) with more than four decades... ...tax, estate, investments, retirement, and risk management... ...clients through retirement income and distribution planning...SeniorRetirementRemote job
- ...Company Paid HolidaysPosition may be eligible for a discretionary variable incentive bonusParental Leave and Adoption Assistance401(k) Retirement PlanBasic Life & Supplemental LifeHealth Savings Account, Dental/Vision & Dependent Care Flexible Spending AccountsShort-Term &...SeniorRetirementFull timeWork at officeFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...Experience · Asset & Income Protection · Education... ...Services · Trust Services · Retirement Solutions · Business... ...for protection, and annuities for guaranteed income... ...and Northwestern Mutual Wealth Management Company® (...RetirementFull timeContract workFor contractorsWork at office- Financial Advisor with Sandy Morris Financial In-Office Position... ...build confident, well-structured retirement strategies through... ...through financial planning, annuity discussions, and AUM opportunities... ...during the interview process. Seniority level Mid-Senior level Employment...RetirementFull timeWork at office
- ...established independent wealth management practice... ...owners. Our Senior Partner is preparing for retirement over the next few years... ..., client-first advisor to join the firm's... ...management, retirement income planning, and tax-... ...Health, and Variable Annuity licenses preferred....RetirementImmediate start
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a... ...Planning Experience • Asset & Income Protection • Education Funding... ...Services • Trust Services • Retirement Solutions • Business Needs Analysis... ...for protection, and annuities for guaranteed income in retirement...RetirementWork at office- ...for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high-... ...such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of...RetirementWork experience placementLocal areaWork from homeShift workDay shift
$88k - $176k
...position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.SeniorRetirementMinimum wageLocal areaRemote workFlexible hours3 days per week1 day per week$10k
We are seeking a passionate fixed income professional interested in playing a critical role in the investment decision making process. The ideal candidate is highly engaged, and eager to contribute beyond their seat—collaborating with peers to generate investment ideas...Work at officeWork from home$8,000 per month
...life insurance. Our firm specializes in advanced financial concepts such as: The Infinite Banking Concept Tax-Free Retirement Income Planning Annuity Solutions for Income & Asset Protection Accelerated Debt Payoff Strategies We are looking for a motivated individual...RetirementRemote jobDaily paidFull timeWork at officeFlexible hours$73.69k
...Children and Families Working Title: SENIOR ATTORNEY Pay Plan: SES Position Number... ...Loan Forgiveness Program No state income tax for residents of Florida On each... ...other supplemental insurance options) Retirement plan options, including employer contributions...SeniorRetirementPermanent employmentFull timeWork at officeFlexible hours$75k
...Financial Advisor – Qualified Appointments Provided Location:... ...are partnering with a growing wealth management and financial planning... ..., goals, concerns, and retirement objectives Develop and present... ...investments, retirement income, financial planning, estate considerations...RetirementFull time$73.69k
...Children and Families Working Title: SENIOR ATTORNEY Pay Plan: SES Position Number... ...Loan Forgiveness Program No state income tax for residents of Florida On each... ...other supplemental insurance options) Retirement plan options, including employer...SeniorRetirementPermanent employmentFull timeWork at officeFlexible hours- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized... ...designed to grow with you · Passive income opportunities and bonus programs · Fully... ...advancement opportunities · Retirement savings program and more Bankers...RetirementFull timeWork at officeFlexible hours
- ...Overview At Equitable Advisors, your next chapter can start today... ...providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual... ...Opportunity to work jointly with senior joint-work partners and to be...RetirementFull timeStart working todayRemote work
- ✨ Experienced Financial Advisor – Florida Market | Prudential Advisors Prudential Advisors... ...& private REITs Options strategies & annuities What We Offer ⭐ An existing... ...accelerate your business growth ⭐ Three retirement programs , including: ~401(k) with 4%...RetirementFull time
$73.69k
...SENIOR ATTORNEY Date: Oct 3, 2026 The State Personnel System is an E-Verify employer... ...Loan Forgiveness Program No state income tax for residents of Florida On each... ...other supplemental insurance options) Retirement plan options, including employer contributions...SeniorRetirementPermanent employmentFull timeWork at officeFlexible hours- ...JOB SUMMARY The Wealth Advisor serves as a primary point of contact for client relationships, helping clients navigate financial decisions related to retirement, investments, tax planning, estate planning, risk management, and wealth transfer strategies. This role works...RetirementFull time
- ...and orthodontia coverage.A substantial retirement plan with no vesting schedule.Career development... ...Source Analyst will provide specialized senior-level expertise in multi-Intelligence... ..., reliability, and relevance of incoming source information.Create and maintain databases...SeniorRetirementContract work
- ...Join Vanguard as a Wealth Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert... ...financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available to...SeniorLocal areaRemote work
- Northern Trust seeks a seasoned Sr. Relationship Advisor to manage sophisticated fiduciary wealth-management relationships, coordinating with client service teams and professional advisors to ensure top-tier fiduciary services. You will lead goals-driven conversations,...Senior
- ...Oracle EPM Cloud SaaS solutions and collaborate with Senior Architects and other technology stakeholders.... ...comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities...SeniorRetirementFull timeWork experience placementWork at officeLocal areaRemote work
$77k - $214k
...related to abandoned and unclaimed property, income and franchise tax, payroll and employment... ...our careers, now and in the future.As a Senior Associate, you'll work as part of a team... ...lead the way as technology-enabled tax advisors who provide significance through digitization...SeniorFull timeH1bLocal area- ...Establishes program level Defense Property Accountability System(s) for incoming property (Line Item Receiving Report), transferred property... ...that includes medical, dental, and vision insurance; a 401(k)-retirement plan; paid time off; and professional development support....SeniorRetirement
- ...in the Tampa Bay area seeking a Client Advisor to service an established book of high-net... ...financial plans, including retirement, estate, tax, cash flow, and risk planning... ...Qualifications5+ years of experience in wealth management, financial planning, or a related...Retirement
- ...requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave,...SeniorRetirementFull timeWork experience placementWork at officeLocal areaRemote work1 day per week
$185k - $215k
...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert... ...disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade...RetirementFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$85k - $145k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families... ...methodology here.Job Summary:The Wealth Advisor focuses on deepening relationships... ...children, life’s challenges and more.401(k) Retirement Plan with both Traditional and Roth...RetirementTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- **Join Equitable Advisors: A Pathway to Possibilities and Positive... ...Equitable Advisors, a leader in the wealth management industry, we... ...communities. Our specialized team, The Retirement Benefits Group (RBG),... ...and champion limitless income potential! Role Highlights...RetirementWork experience placementLocal areaRemote workFlexible hours
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